Freshford Capital Management as of Dec. 31, 2025
Portfolio Holdings for Freshford Capital Management
Freshford Capital Management holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 12.6 | $31M | 19k | 1690.62 | |
| Applovin Corp Com Cl A (APP) | 11.6 | $29M | 43k | 673.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.7 | $27M | 86k | 313.00 | |
| Amazon (AMZN) | 8.2 | $20M | 88k | 230.82 | |
| Godaddy Cl A (GDDY) | 7.1 | $18M | 142k | 124.08 | |
| Trimble Navigation (TRMB) | 5.7 | $14M | 181k | 78.35 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 5.7 | $14M | 359k | 39.45 | |
| 10x Genomics Cl A Com (TXG) | 5.5 | $14M | 833k | 16.31 | |
| Caci Intl Cl A (CACI) | 5.4 | $14M | 25k | 532.81 | |
| Twist Bioscience Corp (TWST) | 5.3 | $13M | 420k | 31.72 | |
| Mercury Computer Systems (MRCY) | 5.3 | $13M | 182k | 73.01 | |
| Iqvia Holdings (IQV) | 3.6 | $8.9M | 40k | 225.41 | |
| Nexgen Energy (NXE) | 3.3 | $8.2M | 895k | 9.20 | |
| Canadian Pacific Kansas City (CP) | 3.3 | $8.2M | 111k | 73.63 | |
| Workday Cl A (WDAY) | 2.3 | $5.7M | 27k | 214.78 | |
| Uniqure Nv SHS (QURE) | 2.2 | $5.5M | 230k | 23.93 | |
| Fluor Corporation (FLR) | 2.2 | $5.4M | 137k | 39.63 | |
| Uber Technologies (UBER) | 0.1 | $349k | 4.3k | 81.71 |
